Both in Packaged Software

Microsoft vs Shopify

Over the past year MSFT returned +3.9% and SHOP returned +11.3%; their daily moves had a correlation of 0.32.

MSFT +3.9% SHOP +11.3%Growth of $1, one year, split-adjusted
MetricMSFTSHOP
Price$534.15$170.96
Market cap$3.97T$219.96B
Today−1.71%−3.15%
1 month+7.4%+31.6%
6 months+29.9%+34.2%
Year to date+10.4%+6.2%
1 year+3.9%+11.3%
Revenue growth (YoY)+17.7%+33.7%
Gross margin67.2%47.7%
Net margin39.7%41.9%
P/E (TTM)29.7×114.1×
Price / sales12.0×16.6×
Net cash$36.55B$4.95B
Dividend yield0.68%—
Volatility (60d)37.6%63.8%
Short % of float0.8%1.8%
Next earningsOct 28, 2026Nov 3, 2026

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).